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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,173 | $123,793+94.0% | $177,840+35.1% | $79,852+200.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.75% | 22.82%-4.1pp | 48.32%-29.6pp | 31.72%-13.0pp |
| Employer contribution / active EE | $17,819 | $4,095+335.1% | $5,919+201.1% | $2,471+621.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,706 | $7,243+6.4% | $12,431-38.0% | $5,306+45.2% |